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In Dispatch, the Line of Business label has been renamed to 'Route Primary Line of Business.' Pathway: Operations > Dispatch ...
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Last Updated: 11/12/2024
in Accounting Home Billing Pathway: Accounting > Billing This article outlines the process of processing and posting a billing batch. Before proceeding with billing, it is recommended to review the Pre-Billing workflow article to avoid any billing errors. The Pro...
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The Add/Edit Proposal window has been updated with the following enhancements: Renamed to "Add/Edit Document - Proposal" for clarity. The Status drop down now displays options specific to the selected Document Format. Pathw...
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In Add Active Service, the Service Days selection boxes will default to days based on nearby sites within a 5-mile radius. This logic considers service frequency and line of business, with default selections applied for frequencies of 1x and 2x on...
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Last Updated: 11/08/2024
in Setup Home Accounting
Pathway: Setup > Accounting > GL Segmentation The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line of Business, S...
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The GL Segmentation Setup screen now includes a Franchise Fee segmentation option. Further information on GL Segmentation Setup can be reviewed here: GL Segmentation Setup . Pathway: Setup > Accounting > GL Segmentation ...
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Service Region and Tax Region setup screens now include a mapping feature for purposes of creating default settings for new accounts and sites. The following logic applies to support this change: When creating a new account or site without using ...
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Last Updated: 11/07/2024
in Setup Home Accounting This article provides tax setup information and covers the following screens in Navusoft: Tax Setup, Tax Region, and Tax Rate. Tax Setup Pathway: Setup > Accounting > Tax Tax Setup identifies the taxes (City, State, Franchise, ...
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Last Updated: 11/05/2024
in Accounts Home Add Accounts Pathway: Account > Add Account
Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting Create Account the system will check for duplicates. In the A...
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Last Updated: 11/05/2024
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class establishes the criteria an account, or group of accounts, follow in their billing and payment processing practices. Account class is assigned to an account when the account is creat...